States of flux: How to juggle between government bonds and equities in unprecedented times

Deep Dive into fixed income

clock • 4 min read
Keith Balmer of BMO Global Asset Management
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Keith Balmer of BMO Global Asset Management

The role of fixed income in a multi-asset portfolio is being challenged in current markets. Typically, high quality bonds such as government debt have been a perfect foil to equity holdings in a multi-asset portfolio.

Correlations between equity and fixed income are not constant through time and fluctuate between positive and negative depending on the timeframe. For example, the rolling 12-month correlation between...

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